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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,792 | $52,306+54.5% | $69,779+15.8% | $62,881+28.5% |
| Participation rate | 65.4% | 67.2%-1.8pp | 71.8%-6.4pp | 69.3%-3.9pp |
| Annual return | 5.56% | 13.35%-7.8pp | 12.99%-7.4pp | 20.14%-14.6pp |
| Employer contribution / active EE | $87 | $1,799-95.1% | $2,338-96.3% | $2,281-96.2% |
| Participant deferral / active EE | $1,681 | $2,395-29.8% | $2,931-42.6% | $3,203-47.5% |
| Admin fee / account holder | $2,064 | $3,691-44.1% | $4,381-52.9% | $4,296-52.0% |